USCWA
U.S. Capital Wealth Advisors’s Welltower WELL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.95M | Sell |
58,237
-475
| -0.8% | -$73K | 0.26% | 101 |
|
|
2025
Q1 | $9M | Sell |
58,712
-2,375
| -4% | -$364K | 0.28% | 91 |
|
|
2024
Q4 | $7.7M | Buy |
+61,087
| New | +$7.7M | 0.24% | 93 |
|
|
2023
Q2 | – | Sell |
-6,278
| Closed | -$450K | – | 700 |
|
|
2023
Q1 | $450K | Sell |
6,278
-6,072
| -49% | -$435K | 0.02% | 450 |
|
|
2022
Q4 | $810K | Sell |
12,350
-5,697
| -32% | -$373K | 0.04% | 366 |
|
|
2022
Q3 | $1.16M | Hold |
18,047
| – | – | 0.06% | 308 |
|
|
2022
Q2 | $1.49M | Buy |
18,047
+53
| +0.3% | +$4.36K | 0.07% | 275 |
|
|
2022
Q1 | $1.73M | Buy |
17,994
+185
| +1% | +$17.8K | 0.06% | 295 |
|
|
2021
Q4 | $1.53M | Sell |
17,809
-14,549
| -45% | -$1.25M | 0.06% | 320 |
|
|
2021
Q3 | $2.39M | Buy |
+32,358
| New | +$2.39M | 0.1% | 218 |
|